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Are you tired of not having one, centralized source to organize your projects? I’ve got you.

 

With my Client Management Notion template you’ll be able to easily centralize client communications including feedback for each leg of the design journey. I’ve also made it easy to customize your new client portal in minutes: set your company logo and edit icons to reflect your brand!

 

You’ll stay organized with client tags to let let you know who’s a lead, where your contract process it at, and who’s in review. It’s truly all you’ll need in one place, built with Brand, Graphic, and Web Design freelancers in mind over the course of my own freelance career.

Complete Notion Client Management Template

$65.00Price
    • Project Tracking with timeline tags (know where each project task falls in your process)
    • Client tracking with tags (know where each client is at in the onboarding/project timeline)
    • Centralized Client Portal - effortlessly onboard clients and centralize all project aspects
    • Ability to adjust the following per client: package, rates, start and end dates, logo, and more!
    • Project Management Overview: within each portal you have a project management timeline what included each task name, ability to customize and change due dates, and status tags.
    • Quick View Area: easily pinpoint and track importand project data such as rate, deposit payment(s), and links to contracts and proposals.
    • Smooth Client Onboarding: send clients through an extensive and in-depth questionnaire that is easily customizable  
    • Dashboard: Locate everything in one easy-to-navigate place
    • How to use the client portal: area for you to upload your own how-to for you client(s)
    • Upload Contracts & Invoices (unsigned and signed for client records)
    • Discovery / Kickoff questionnaire
    • Presentation feedback forms + Revision questionnaires
    • Project FAQ’s
    • Upload project presentations and store them for future reference
    • Offboarding: customizable page to offboard each client smoothly
    • Upload your own brand/logo files as well as Client's
    • Review / Testimonial area
    • Completely customizable set ups!
    • Actually helpful text (no dummy type!)
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